Software programs we are knowledgeable in:

  • Advisor's Assistant

  • AssetBook

  • BlueLeaf

  • Box

  • By All Accounts

  • Docupace

  • DocuSign

  • Dropbox

  • eMoney

  • Egnyte

  • Gold Mine

  • Grendel

  • Junxure

  • Junxure Cloud

  • LaserApp

  • Laserfische

  • Meistertask

  • Microsoft Office Suite

  • Money Guide Pro

  • Morningstar

  • NetDocuments

  • NetX 360

  • Orion

  • Portfolio Center

  • Redtail

  • ShareFile

  • SmartOffice

  • WealthBox

Custodians We Are Familiar With:

  • Fidelity

  • Kestra

  • LPL

  • Loring Ward

  • Pershing

  • Schwab

  • TD Ameritrade

Rid yourself of time consuming tasks by partnering with VirtuAssist to support your back office needs by reducing implementation turn-around times and creating more opportunities for you to focus on developing your business.

“If it isn’t making you money, you shouldn’t be doing it.”

About VirtuAssist

VirtuAssist specializes in providing ongoing, collaborative-style administrative support. Like other professional service providers, Virtual Assistants operate remotely from their own places of business and utilize today's technology to deliver their services and communicate with clients. Virtual Assistants are first and foremost administrative experts.


Kim Creque

Kim Creque founded VirtuAssist in 2010 to provide a solution for Independent Financial Planners’ rising need for back office support. Kim’s background delivers over 20 years of experience in Financial Service providing back office support to the various needs of the Independent Financial Advisor. Kim began at MetLife in their Word Processing department in 1995. In 1998 she handled placing stock broker trades and client relations at Kirk Patrick Pettis.  In 2004 Kim joined ING’s Variable New Business department, processing life insurance applications and working closely with the underwriting department. Kim has partnered with Independent Financial Planners as a Virtual Assistant for the last seven years; helping them to grow their business by utilizing the skills she has acquired within the Financial Service industry.  Through this partnership, she manages multiple lines of business; has developed key relationships with multiple security providers, insurance and annuity carriers; and adapts to the rapidly changing regulatory environment for which this industry is known.


Michelle Dillman

Michelle joined VirtuAssist in July 2014.  She brings with her over 13 years of new business and annuity operations experience where she held a Series 6 license.  She transitioned into IT Development and worked as a systems analyst developing processes and procedures for annuity operations. In the time she has been with VirtuAssist, she has amassed a great deal of additional experience with other financial services products and procedures. She is very detailed oriented and knows the importance of organization, prioritization, timelines and flexibility.  She believes that effective communication and thoroughness are the keys to getting tasks accomplished correctly the first time.


Crystal Andrews

Crystal joined VirtuAssist in February 2015.  She brings with her over 20 years of office management experience both in and out of the financial sector.  She worked for 2 years in processing and control with USB Financial Services and then spent some time working for a small Broker/Dealer where responsibilities included handling all daily office management functions, working with compliance and as a trading assistant for the bond desk.In the time she has been with VirtuAssist, she has added a great deal of additional experience with other financial services products and procedures. Crystal recognizes the importance of organization, prioritization, timelines and flexibility.


Kayla Philippe

Kayla joined VirtuAssist in May 2016. She brings with her 6 years of administrative and management experience from the financial industry. She worked for a bank for 5 years, then worked for an independent financial planner one year before joining VirtuAssist.  She received her Bachelor of Liberal Arts & Sciences degree from the University of Colorado – Denver in 2011.

In the time she has been with VirtuAssist, she has added a great deal of additional knowledge and experience to her background in order to provide the quality of work our clients have come to expect from VirtuAssist.  Kayla is attentive and prioritizes her time efficiently.


Carolyn Salinas

Carolyn joined VirtuAssist in March 2018.  She brings over 36 years of life insurance, underwriting, office management and operations experience.  She started her career with Security Life of Denver/Voya working in the home office, processing new business and was a junior underwriter.  She then moved to one of their regional offices working closely with producers, their staff and the home office to “work outside the box” to get business issued and placed.  She has also worked with Brokerage firms, an M Agency and Independent producers in all aspects of life insurance processing and customer service.

Carolyn enjoys spending time with family and friends. Loves the mountains, music and a good book.  


Julia Braum

Julia joined VirtuAssist in May 2018. She brings with her 5 years of Client Relations experience and dedication to Financial Planners and Advisors. Her commitment to clients and passion for helping others is apparent in everything that she does. Since her time in the Financial Industry, she has gained experience and knowledge in new accounts, account transfers, data entry and compliance. She graduated from the University of Colorado in Colorado Springs in 2011 where she received a Bachelor’s in Communications with an emphasis in Media Management. She also minored in American Sign Language.

In the time she has been with VirtuAssist, she has added a great deal of additional experience with other financial services products and procedures.

Julia enjoys going above and beyond for clients and has a sense of urgency when it comes to prioritization and meeting deadlines.


Elizabeth Turner

Elizabeth joined VirtuAssist in September 2018. She brings with her over 10 years of experience in the Financial Services industry both as a Financial Planner and working with Financial Planners and Advisors in multiple capacities. As a Financial Planner, Elizabeth has provided comprehensive financial planning services to affluent individuals and families to help them achieve their financial goals and objectives. She has also worked in numerous supporting roles to CEOs, Financial Planners and Advisors utilizing various skills such as establishing new accounts for clients, inputting data into CRM, coordinating and managing tasks, and organizing client meetings. She is a graduate of Texas Tech University where she received a Bachelor of Business Administration in Finance and a Bachelor of Business Administration in Economics. She also holds a Master of Science in Personal Financial Planning and a Master of Science in Accounting.


Jennifer Dreher

Jennifer joined VirtuAssist in January 2019. She brings over 12 years of new business operations experience and office management. She started her career with Pacific Life as an Administrative Assistant and New Business/Underwriting Assistant. She then joined a small financial services office where her responsibilities included handling all daily office duties, in the role of advisor support, client service, administrative support and office manager.

Jennifer enjoys spending time with family and friends. Also spending time at sporting events and spending time outside, walking, hiking and riding bikes.